F
idelity Real Estate Investment Portfolio aims to deliver above-average income and long-term growth while managing investment risk. It achieves this by investing in companies that own and often operate commercial real estate properties.
The U.S. REIT market outperformed the broader stock market in Q1 2025, with a gain of 2.69% compared to the S&P 500's -4.27%. The fund itself performed well, gaining 3.37% for the quarter, surpassing its benchmark index, MSCI U.S. IMI Real Estate 25/50 Linked Index, which returned 2.69%.
The portfolio seeks to balance income and growth by investing in real estate companies that generate revenue through property ownership and operation.
